Thought Leader Forum on Wealth Management

Recently the Portland Business Journal brought advisors from several regional firms together to discuss Wealth Management.  Included at the table was Confluence Advisor Ryan Berning, CFP® to provide fresh insight on current wealth management issues.

Erica Heartquist moderated the discussion on behalf of the Portland Business Journal and it was published in their December 2017 issue. You can read the Thought Leader Forum: Wealth Management article here.